Client Wealth Executive (Priority Clients HNW)

🌟 Client Wealth Executive (Priority Clients | HNW)

Ready to build a rewarding career in wealth management? Join a leading international bank and work with Priority & High-Net-Worth (HNW) clients, helping them safeguard their wealth through tailored health and protection solutions.

With a consistent pipeline of qualified leads provided, you'll spend less time prospecting and more time building meaningful client relationships and delivering financial solutions.

Why Join Us?

💼 Priority & HNW Client Portfolio – Engage with affluent banking customers instead of the mass market.

📞 Qualified Leads Provided – Receive 80–100+ bank-generated leads monthly to support your sales pipeline.

💰 Competitive Earnings – Enjoy a real basic salary, transport allowance, uncapped commissions from your very first sale, plus quarterly performance bonuses.

🚀 Career Progression – Structured career pathways into senior advisory, leadership, or internal specialist roles.

✅ Day One Benefits – Confirmed staff from your first day with no probation period.

Key Responsibilities

• Build and manage relationships with Priority & HNW banking clients.

• Understand clients' financial protection needs and recommend suitable health and insurance solutions.

• Conduct financial needs analysis and provide tailored recommendations.

• Drive bancassurance sales through bank-generated leads, referrals, and outbound engagement.

• Work closely with internal stakeholders to ensure a seamless customer experience from consultation to policy issuance.

What You'll Receive

• Competitive remuneration: Real basic salary (not KPI-based like traditional insurance agencies), transport allowance, uncapped commissions, and quarterly bonuses.

• Comprehensive onboarding: One-month structured training programme with continuous coaching and development.

• Comprehensive benefits: Medical coverage, health screening, TCM allowance, chiropractic benefits, co-working space access, and more.

• Flexible work arrangement: Hybrid office and mobile-based working environment.

Requirements

• Diploma, GCE A-Level (meeting RNF requirements), or Bachelor's Degree.

• 1–2 years of experience in Financial Advisory, Bancassurance, or financial services sales.

• Able to communicate in Mandarin to serve Mandarin-speaking clients.

• Strong interpersonal, communication, and relationship-building skills.

• Self-driven, sales-oriented, and passionate about helping clients achieve their financial goals.

• CMFAS certifications: RES5, M8, M8A, M9, M9A, and HI.

✨ If you're looking to work with an established bank, engage affluent clients, and enjoy uncapped earning potential with a strong support system, we'd love to hear from you.

We appreciate your interest, and while we’d love to connect with everyone, only shortlisted candidates will be contacted.

EA Reg No: R25126727

EA Licence No: 12C6295

Heng Xin Yun (Carol)